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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,237 | $76,407-63.0% | $150,298-81.2% | $82,448-65.8% |
| Participation rate | 48.3% | 66.4%-18.1pp | 77.8%-29.5pp | 68.1%-19.8pp |
| Annual return | 16.41% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $824 | $2,614-68.5% | $4,154-80.2% | $2,551-67.7% |
| Participant deferral / active EE | $2,509 | $3,214-21.9% | $5,453-54.0% | $4,139-39.4% |
| Admin fee / account holder | $3,350 | $6,352-47.3% | $14,116-76.3% | $7,234-53.7% |